7 Management Secrets From Successful Advisors

To make meaningful gains in growth and efficiency, you need a vision, organizational alignment, and disciplined execution -- in other words, a strategic plan.

A simple strategic plan can help you stay focused and influence where your business ends up. This roadmap can also facilitate accountability: Give your staff members responsibility for implementing it, and evaluate them on their success.

Here are a few insights from leading advisors on setting strategic priorities, keeping initiatives on track, and getting staff engaged in the process.

Click through to see the list -- adapted from the book Be Greater: Why Being Good Enough is No Longer an Option, published by Fidelity Institutional Wealth Services -- or see a single-page version here.